Financial Planning Director

About the Role

Financial Planning Director helps support the Strategy / M&A and Global Revenue Operations teams across the organization. You will manage high-impact financial initiatives ensuring alignment with organizational goals. You will lead the development of strategic financial insights, drive process improvements, and ensure comprehensive financial analysis to support informed decision-making across the organization.

Responsibilities

• Manage and oversee high-impact financial planning and analysis projects.

• Ensure financial initiatives align with organizational goals and strategies.

• Lead the preparation and review of comprehensive financial reports.

• Develop and refine strategic financial models and forecasting methods.

• Drive process improvements within the financial planning function.

• Provide in-depth analysis of financial performance and market trends.

• Collaborate with senior leadership on strategic financial planning.

• Identify and address organizational financial risks and opportunities.

• Ensure all financial practices comply with standards and regulations.

• Communicate strategic financial insights and recommendations to top management.

Skills

• Comprehensive Analysis:
Expert in high-level financial analysis and performance review.

• Strategic Modeling & Forecasting:
Leading the development of strategic financial models.

• Process Improvement:
Driving financial process improvements and efficiencies.

• Market Analysis:
Analyzing market trends to inform strategic decisions.

• Risk & Opportunity Management:
Identifying and managing financial risks and opportunities.

• Regulatory Compliance:
Ensuring financial compliance with standards.

• Strategic Alignment:
Aligning financial initiatives with organizational goals.

• Leadership Communication:
Communicating strategic insights effectively to top management.

• Recognized as a thought leader and requires expertise in leading-edge theories or techniques within own field

• Influences business or industry issues

• Proactively identifies and solves problems that impact the direction of the business

• May participate in the development of the business strategy

• Leads highly visible programs or initiatives across the organization

• Impacts business direction through the development of innovative services or products

• Negotiates with senior level and external stakeholders to influence decisions

• Progression to this level is typically based on business requirements

Minimum Requirements

• Bachelor’s in Finance or related

• 5-7+ years of experience in FP&A, Revenue Operations, or a related commercial finance function within a commercial or revenue‑driven environment.

• Demonstrated experience partnering with senior‑level executives and operating confidently in high‑visibility environments.

Interview Practices

To maintain a fair and genuine hiring process, all candidates are asked to participate in interviews without the assistance of AI tools or external prompts. The interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process.

Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation

$ - $ USD. This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to:
Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

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